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New Oriental
EDU

395 hedge funds and large institutions have $9.9B invested in New Oriental in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 163 increasing their positions, 124 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 124

13% more call options, than puts

Call options by funds: $294M | Put options by funds: $261M

0.54% less ownership

Funds ownership: 7.6% → 7.06% (-0.54%)

10% less funds holding

Funds holding: 438 → 395 (-43)

38% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 98

46% less capital invested

Capital invested by funds: $18.3B → $9.9B (-$8.37B)

46% less funds holding in top 10

Funds holding in top 10: 24 → 13 (-11)

Holders
395
Holders Change
-43
Holders Change %
-9.82%
% of All Funds
6.88%
Holding in Top 10
13
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-45.83%
% of All Funds
0.23%
New
61
Increased
163
Reduced
124
Closed
98
Calls
$294M
Puts
$261M
Net Calls
+$33.4M
Net Calls Change
+$118M

Top Buyers

1
DSA
Davis Selected Advisers
Arizona
+$435M
2
BAM
Brilliance Asset Management
Hong Kong
+$245M
3
JP Morgan Chase
JP Morgan Chase
New York
+$228M
4
SGA
Sustainable Growth Advisers
Connecticut
+$215M
5
Invesco
Invesco
Georgia
+$186M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$454M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$386M
3
DCP
D1 Capital Partners
New York
-$350M
4
GQG Partners
GQG Partners
Florida
-$320M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$303M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
26
Carmignac Gestion
France
$81.2M +$120M +991,843 New
Legal & General Group
27
Legal & General Group
United Kingdom
$78.7M +$2.62M +21,597 +2%
DCP
28
DSM Capital Partners
Florida
$78.3M +$97M +799,526 +512%
UBS AM
29
UBS AM
Illinois
$76.8M -$454M -3,743,532 -80%
Tiger Global Management
30
Tiger Global Management
New York
$75.5M -$112M -921,750 -50%
CS
31
Credit Suisse
Switzerland
$73.6M +$891K +7,341 +0.8%
Ameriprise
32
Ameriprise
Minnesota
$73.3M -$88.5M -728,889 -45%
Bank of America
33
Bank of America
North Carolina
$73M -$56.4M -464,848 -34%
Northern Trust
34
Northern Trust
Illinois
$70.8M -$7.14M -58,796 -6%
CC
35
Cederberg Capital
United Kingdom
$66.5M – – –
Goldman Sachs
36
Goldman Sachs
New York
$65.9M -$38.6M -317,988 -28%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$64.7M -$33.1M -272,560 -26%
Nomura Asset Management
38
Nomura Asset Management
Japan
$64.1M -$2.49M -20,545 -3%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$64.1M -$145M -1,193,533 -60%
Deutsche Bank
40
Deutsche Bank
Germany
$63.2M -$15.5M -127,318 -14%
Polen Capital Management
41
Polen Capital Management
Florida
$60.2M +$2M +16,502 +2%
Lazard Asset Management
42
Lazard Asset Management
New York
$57.9M +$31.6M +260,763 +59%
Allianz Asset Management
43
Allianz Asset Management
Germany
$54.6M -$2.33M -19,168 -3%
Mawer Investment Management
44
Mawer Investment Management
Alberta, Canada
$54.3M +$36M +296,751 +81%
Amundi
45
Amundi
France
$51.4M +$76.2M +627,806 New
Massachusetts Financial Services
46
Massachusetts Financial Services
Massachusetts
$50.4M +$5.62M +46,269 +8%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$46.5M -$154M -1,269,675 -69%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$45.5M -$3.82M -31,495 -5%
LCM
49
Laurion Capital Management
New York
$45M +$66.8M +550,000 New
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$42.6M – – –
1
2
3 4 5

EDU Hedge Fund Activity: Q2 2021 in Review

395 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2021, worth a combined $9.9B — down 46% from $18.3B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of EDU and 61 opened new positions — a net loss of 37 holders — while 124 trimmed existing stakes and 163 added.

The largest buyer was Davis Selected Advisers, adding an estimated $435M. The largest seller was UBS AM, cutting an estimated $454M.

  • 395 institutional investors held New Oriental (EDU) as of Q2 2021, down from 438 in Q1 2021.
  • Funds reported $9.9B of New Oriental stock for Q2 2021, down 46% quarter-over-quarter.
  • 61 funds opened new New Oriental positions in Q2 2021 and 98 closed out, a net change of -37 holders.
  • The largest New Oriental buyer in Q2 2021 was Davis Selected Advisers, an estimated $435M added.
  • The largest New Oriental seller in Q2 2021 was UBS AM, an estimated $454M sold.

Based on aggregated 13F filings for Q2 2021.